Splitting State and Local Sales Tax in UltimateDR

To include state sales tax on the client bill globally, enter a State sales tax percentage under Setup > Options > Billing. In the case where there are both state and local sales taxes, you can also enter the local sales rate in the new Local sales tax field. This breakdown of state and local tax has also been added to Firm Setup, allowing for specific tax rates per firm, if needed.

Overrides are available for both State and Local sales tax percentages on an individual basis on the BILL screen.